San Diego Women In Finance Thanks Our CFO Panelist


cfopixsSan Diego Women In Finance Thanks Our CFO Panelists and Corporate Sponsors

San Diego Women In Finance would like to thank our panelist on our topic CFOs Top Concerns in 2014 and Their Changing Role: Gary Correia, Peter Limone, Paul Maier and host Dan Arnold.
As the moderator of the panel, I wanted to commend our CFOs for their insight and honesty sharing with the audience their top concerns in 2014 and their changing roles as a CFO. In addition, Dan provided his own CFO acumen by his wonderful introduction and summation to a great start and end to the evening. The feedback from the members were so complementary such as “ Great event, I really enjoyed the panel discussion. What a nice facility LPL has!”

Thank you to our corporate sponsors LPL Financial and Ledgent for their support our event.

About Our Corporate Sponsors: 
lpl

LPL Financial is a leader in the financial advice market and provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is a fast-growing Registered Investment Advisor (RIA) custodian with $78 billion in retail assets served, and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served.

ledgent

Executive Search for Finance & Accounting

A business line of Roth Staffing Companies, L.P.

As a division of Roth Staffing, Ledgent remains the only staffing company ever to be ranked #1 on the Inc. 500, recognizing us as the fastest growing privately-held company in the United States over a 5 year period. We have won multiple awards based on our alignment with the Malcolm Baldrige Criteria for Performance Excellence. Today, we are one of the nation’s largest privately-held staffing companies with branches throughout the United States

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SDWIF Meeting – Tuesday, September 23, 2014

AA043345Announcing the September 23, 2014 Meeting of San Diego Women In Finance.

Panel Discussion “CFOs’ Top Concerns in 2014 and Their Changing Roles.” 

Join us for a stimulating evening of conversation with our accomplished CFO panelist.

Panelists: Gary Correia CPA,Peter Limone CPA, Paul Maier CPA. Moderator: Ellen  Hoffman MBA. Host: Dan H. Arnold

Location:   LPL Financial San Diego Tower

Address:    4707 Executive Drive, San Diego CA 92121

Date:          Tuesday, September 23, 2014

Time:         Networking – 5:30 p.m., Presentation – 6:00 p.m.

RSVP:        sandiegowif@gmail.com

About Our Corporate Sponsors: 
lpl

LPL Financial is a leader in the financial advice market and provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is a fast-growing Registered Investment Advisor (RIA) custodian with $78 billion in retail assets served, and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served.

ledgent

Executive Search for Finance & Accounting

A business line of Roth Staffing Companies, L.P.

As a division of Roth Staffing, Ledgent remains the only staffing company ever to be ranked #1 on the Inc. 500, recognizing us as the fastest growing privately-held company in the United States over a 5 year period. We have won multiple awards based on our alignment with the Malcolm Baldrige Criteria for Performance Excellence. Today, we are one of the nation’s largest privately-held staffing companies with branches throughout the United States

Posted in Digitaria, Innovative Employee Solutions (IES), Ledgent, LPL Financial, San Diego Women In Finance, SDWIF | Tagged , , , , , , , , , , | Leave a comment

The San Diego Women in Finance Organization Leader’s Circle is Launching Roundtable Meetings

SDWIFround tableThe San Diego Women in Finance organization Leader’s Circle is launching an initial free 3 round table meetings for 10 women leaders’ in San Diego that is designed to foster collaboration among women financial leaders while helping them to increase organizational results, individual learning, and networking. The program revolves around a group coaching process using the Strengths Based Leadership assessment and using the group’s agenda. Members help each other by providing highly focused feedback, questioning and support.

This program will initially meet three times on September 9th, October 1st and October 22nd from 4:30-6:30 p.m at LPL Financial who is generously providing meeting space.
For more information or to apply contact Jennifer Whitcomb our group leader at 760-452-6273 jcwhitcomb@thetrilliumgroup.com

Posted in Jennnifer Whitcomb, San Diego Women In Finance, SDWIF, The San Diego Women in Finance organization Leader’s Circle, The Trillium Group | Tagged , , , | Leave a comment

Monthly Meeting of SDWIF

photo 1Thanks to our speaker Malcolm Avner – Business, Leadership & Life Coach on his presentation The Conscious Company: Not a Fad. Just Good Business! at the May meeting of SDWIF.

It was very educational to learn Malcolm Avner’s AWARE Business System which included the 5 elements of conscious business : Awareness, Why, Align wants works and actions, Ripple effect and Excellent execution.

We would like to thank our corporate sponsors Fisher Investments and Ledgent for supporting the SDWIF

   

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Announcing the monthly meeting of SDWIF – Stone Brewery Tour and Tasting

Announcing the monthly meeting of SDWIF Private Stone Brewing Co. Tour

Location:  Stone Brewing Company- Escondido

Address:    1999 Citracado Parkway, Escondido, CA 92029

Direction:  Go to Stone’s Website to get directions.  Allow for heavy traffic!

Date:         Thursday, June 19, 2014

Time:         Networking – 6:30 p.m. Meet at Bar, Tour Begins Promptly – 7:00 p.m. . Late arrivals will not be able to join group.  Followed by tasting

Fee:             Tour and Tasting  In Advance $5  We will have room for only 35 members and must prepay $5 prior to June 15, 2014.

Website:      http://www.stonebrewing.com

RSVP:         SanDiegoWIF@gmail.com

Please join us to enjoy a guided tour of the magnificent brewery at Stone Brewing Co.  We have arranged a private tour to be given by one of their outstanding Indoctrination Specialists and will be followed by a guided tasting of Stone beer.  Participants will receive four 4oz samples of amazing Stone brews and includes a souvenir tasting glass.

About Our Corporate Sponsor:

http://www.stonebrewing.com

 

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Monthly Meeting of SDWIF

Announcing SDWIF May Meeting

Speaker:  Malcolm Avner- Business, Leadership & Life Coach on “The Conscious Company: Not a Fad. Just Good Business!”

Location:   4660 La Jolla Village Dr., Suite 1020 – San Diego,CA

Date:          Thursday, May 22, 2014

Time:         Networking – 5:30 p.m., Presentation – 6:00 p.m.

RSVP:        sandiegowif@gmail.com

Sponsor:    Ledgent
Sponsor:    Fisher Investments

 

   

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Monthly Meeting of SDWIF

workablewealth_personalfinance_contact

Thanks to our speaker Mary Beth Storjohann,CFP & Founder of Workable Wealth “How to Leverage Social Media to Establish Your Personal Brand & Get Quoted in the Media.” at the April meeting of SDWIF.

Your presentation provided helpful hints through social media to be our own brand manager, in other words be your own portfolio manager of your business and career. We now understand how you are featured in publications such as WSJ, Working Mothers, UT to name a few.

Thank you to our corporate sponsor Weath by Desgin for Women-HoyleCohen Wealth Management

 

Posted in Mary Beth Storjohann, San Diego Women In Finance, SDWIF, Weath by Desgin for Women-HoyleCohen Wealth Management, Workable Wealth | Tagged , , , | Leave a comment